Target Outbound Campaigns
Any Message, Any Audience, Any Channel
Deliver impact at every touchpoint with highly customized and hyper-targeted marketing campaigns for lead generation, onboarding, cross-sell, and more.
Build better campaigns
List segmentation
Make sure you’re engaging your audience with the messaging that’s timely and relevant to their needs and goals by adding inclusion/exclusion rules around entire campaigns or specific emails.
Send on behalf of customer-facing teams
Reduce administrative work and allow your loan officers and relationship managers to focus their time by sending automated campaigns on their behalf.
Review, analyze, adapt
Real-time dashboards
Know exactly how your campaigns are performing from the moment you hit “send” with a single dashboard that tracks all active campaigns.
Dynamic reporting
Go deeper into campaign performance by pulling reports by audience demographics, engagement metrics, conversions, and more.
See it in action
We know that seeing is believing. Let us show you the power of Total Expert.
How We're Different
Make the most of every customer engagement
360-degree customer view
Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.
TrueIntent insights
Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.
Segmentation
Segment your contact lists to deliver tailored messaging in every campaign.
Prioritized lead & contact lists
Engage critical contacts at the right time without hunting through your database.
Always-on nurture
Develop relationships with customers even if they don’t have a need for your products today.
Multichannel campaigns
Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.
Digital content & social media
Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.
Co-marketing campaigns
Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.
Reporting & dashboards
Track campaign performance, analyze what works, and identify gaps to boost ROI.
Knowledge & insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
List segmentation
Make sure you’re engaging your audience with the messaging that’s timely and relevant to their needs and goals by adding inclusion/exclusion rules around entire campaigns or specific emails.
Send on behalf of customer-facing teams
Reduce administrative work and allow your loan officers and relationship managers to focus their time by sending automated campaigns on their behalf.
Real-time dashboards
Know exactly how your campaigns are performing from the moment you hit “send” with a single dashboard that tracks all active campaigns.
Dynamic reporting
Go deeper into campaign performance by pulling reports by audience demographics, engagement metrics, conversions, and more.
Build better campaigns
Review, analyze, adapt
List segmentation
Make sure you’re engaging your audience with the messaging that’s timely and relevant to their needs and goals by adding inclusion/exclusion rules around entire campaigns or specific emails.
Send on behalf of customer-facing teams
Reduce administrative work and allow your loan officers and relationship managers to focus their time by sending automated campaigns on their behalf.
Real-time dashboards
Know exactly how your campaigns are performing from the moment you hit “send” with a single dashboard that tracks all active campaigns.
Dynamic reporting
Go deeper into campaign performance by pulling reports by audience demographics, engagement metrics, conversions, and more.
